IAIM
SMAR

International Assets Investment Management’s Smartsheet Inc. SMAR Stock Holding History

International Assets Investment Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-576
Closed -$31.9K – 2054
2024
Q3 		$31.9K Hold
576
– – ﹤0.01% 1231
2024
Q2 		$25.4K Buy
+576
New +$23K ﹤0.01% 1410
2023
Q2 		– Sell
-605
Closed -$28.9K – 1209
2023
Q1 		$28.9K Buy
+605
New +$26.3K ﹤0.01% 752

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

International Assets Investment Management's SMAR Position: Q4 2024 in Review

International Assets Investment Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 576 shares — an estimated $31.9K sold.

International Assets Investment Management first reported a position in SMAR in Q1 2023 and held it in 3 quarters. The position peaked at $31.9K in Q3 2024. 368 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • International Assets Investment Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 576 Smartsheet Inc. shares in Q4 2024, an estimated $31.9K.
  • International Assets Investment Management first reported a position in Smartsheet Inc. in Q1 2023 and held it in 3 quarters.
  • International Assets Investment Management's Smartsheet Inc. position peaked at $31.9K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.